Lloyds Banking Group PLC-ADRLYG

13F holders, Q3 2024 (September 30)
430holders +5
45new positions
37sold out
6famous investors
$3.18avg. 13F price*

At the end of Q3 2024, 430 institutions reported holding Lloyds Banking Group PLC-ADR (LYG) in their 13F filings, up 5 from Q2 2024. 45 opened new positions and 37 sold out. The largest holders were Mondrian Investment Partners LTD ($230.8M), Arrowstreet Capital, Limited Partnership ($100.0M) and Clearbridge Investments, LLC ($80.7M). 6 famous investors held it, including Lee Ainslie (0.0% of Maverick Capital's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Lloyds Banking Group PLC-ADR
CUSIP
539439109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 388Q1 2024Q2 2024: 425Q2 2024Q3 2024: 430Q3 2024Q4 2024: 456Q4 2024Q1 2025: 455Q1 2025Q2 2025: 478Q2 2025Q3 2025: 480Q3 2025Q4 2025: 516Q4 2025Q1 2026: 572Q1 2026Q2 2026: 614Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$11.1M
Exits37$24.8M

All 13F filers, Q2 2024 → Q3 2024: 38,216,538 shares bought and 17,562,840 shares sold, net +20,653,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 430 holders

Mondrian Investment Partners LTD 3.49% Reduce -1.0% 73,961,615 $230.8M
Arrowstreet Capital, Limited Partnership 0.09% Reduce -0.5% 23,955,494 $100.0M
Clearbridge Investments, LLC 0.06% Add +94.7% 25,857,903 $80.7M
Goldman Sachs Group Inc. 0.01% Add +3.4% 23,367,110 $72.9M
Morgan Stanley 0.00% Add +7.4% 19,755,869 $61.6M
FMR LLC 0.00% Add +14.7% 19,280,034 $60.2M
Dimensional Fund Advisors LP 0.01% Reduce -2.8% 15,950,933 $49.8M
Bank of America Corp. 0.00% Reduce -2.2% 14,218,701 $44.4M
CIBC Private Wealth Group LLC 0.07% Add +1.2% 12,555,182 $39.2M
Northern Trust Corp. 0.01% Add +9.7% 11,583,286 $36.1M
Envestnet Asset Management Inc. 0.01% Add +15.5% 9,905,765 $30.9M
Morningstar Investment Services LLC 0.30% Reduce -2.5% 9,466,971 $29.7M
BlackRock, Inc. 0.00% — 8,004,447 $25.0M
JPMorgan Chase & Co. 0.00% Add +58.5% 6,659,629 $20.8M
Wells Fargo & Company 0.00% Add +19.8% 6,336,809 $19.8M
American Century Companies Inc. 0.01% Add +9.8% 6,006,984 $18.7M
First Eagle Investment Management, LLC 0.04% Add +7.2% 5,451,281 $17.0M
Crossmark Global Holdings, Inc. 0.28% Add +0.4% 4,894,063 $15.3M
O'shaughnessy Asset Management, LLC 0.14% Add +14.4% 4,887,530 $15.2M
Janney Capital Management LLC 1.00% Reduce -1.4% 4,773,870 $14.9M
Cowen Investment Management LLC 98.58% No change 4,421,183 $13.8M
Cibc World Market Inc. 0.02% Add +0.3% 3,471,963 $10.8M
Raymond James & Associates 0.01% Add +37.4% 3,416,484 $10.7M
Bard Financial Services, Inc. 0.89% Reduce -6.2% 2,412,805 $7.5M
Millennium Management 0.01% Reduce -36.4% 2,184,260 $6.8M
Norges Bank 0.00% No change 2,000,000 $6.2M
QRG Capital Management, Inc. 0.07% Add +15.0% 1,961,137 $6.1M
LPL Financial LLC 0.00% Add +21.4% 1,959,532 $6.1M
Citigroup Inc. 0.00% Add +58.3% 1,703,943 $5.3M
Townsquare Capital LLC 0.06% Add +36.1% 1,518,111 $4.7M
MML Investors Services, LLC 0.02% Add +36.2% 1,482,792 $4.6M
Ritholtz Wealth Management 0.14% Add +20.6% 1,478,974 $4.6M
Natixis Advisors, LLC 0.01% Add +0.2% 1,456,899 $4.5M
Neuberger Berman Group LLC 0.00% Reduce -23.3% 1,407,595 $4.4M
Ethic Inc. 0.10% Add +1.0% 1,596,619 $4.1M
Cetera Investment Advisers 0.01% Add +1.4% 1,238,689 $3.9M
Timber Creek Capital Management LLC 1.04% Reduce -13.8% 1,185,279 $3.7M
Stifel Financial Corp. 0.00% Add +6.1% 1,136,968 $3.5M
Franklin Resources Inc. 0.00% Reduce -30.2% 1,085,483 $3.4M
Logan Capital Management Inc. 0.14% Add +4.5% 1,059,457 $3.3M
UBS Group AG 0.00% Add +0.0% 1,057,947 $3.3M
Advisors Management Group Inc. 0.78% Reduce -0.4% 1,056,774 $3.3M
Charles Schwab Investment Management Inc. 0.00% Add +20.6% 1,055,584 $3.3M
Oppenheimer Asset Management Inc. 0.04% Add +22.3% 1,022,677 $3.2M
Mercer Global Advisors Inc. 0.01% Add +4.1% 1,041,984 $3.2M
AMG National Trust Bank 0.08% Add +0.1% 1,002,428 $3.1M
Creative Planning 0.00% Add +15.8% 952,249 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +72.5% 945,580 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +72.5% 945,580 $3.0M
Henry James International Management Inc. 0.99% Reduce -6.2% 908,693 $2.8M
HighTower Advisors, LLC 0.00% Add +40.5% 905,701 $2.8M
Citadel Advisors 0.00% Add +436.8% 894,396 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -55.0% 842,951 $2.6M
CoreCap Advisors, LLC 0.12% New 796,476 $2.5M
Bank of New York Mellon Corp 0.00% Add +22.1% 791,767 $2.5M
Optiver Holding B.V. 0.06% Reduce -55.2% 783,402 $2.4M
Royal Bank of Canada 0.00% Add +15.3% 770,465 $2.4M
Drucker Wealth 3.0, LLC 0.58% Add +1.9% 769,082 $2.4M
US Bancorp \de 0.00% Add +36.6% 757,336 $2.4M
Rockefeller Capital Management L.P. 0.01% Add +2.9% 729,093 $2.3M
Old Mission Capital LLC 0.05% Reduce -39.0% 727,987 $2.3M
Cerity Partners LLC 0.00% Add +73.3% 687,833 $2.1M
Semmax Financial Advisors Inc. 0.58% Reduce -1.4% 768,765 $2.1M
Calamos Wealth Management LLC 0.11% New 668,738 $2.1M
English Capital Management LLC 1.43% No change 629,115 $2.0M
Sei Investments Co. 0.00% Reduce -25.3% 627,803 $2.0M
Mariner, LLC 0.00% Add +10.3% 620,833 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -4.9% 609,398 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +28.6% 607,735 $1.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.9% 600,498 $1.9M
Pathstone Holdings, LLC 0.01% Add +8.6% 519,559 $1.6M
Caprock Group, LLC 0.06% Add +11.6% 507,398 $1.6M
NewEdge Wealth, LLC 0.03% Add +2.7% 454,610 $1.4M
Vestmark Advisory Solutions, Inc. 0.05% Add +1.6% 454,607 $1.4M
Renaissance Technologies 0.00% New 452,500 $1.4M
Maverick Capital 0.03% New 450,191 $1.4M
Truist Financial Corp. 0.00% Add +11.7% 435,089 $1.4M
First Trust Advisors LP 0.00% Reduce -10.9% 416,880 $1.3M
Global Retirement Partners, LLC 0.04% Reduce -0.1% 403,957 $1.3M
XTX Topco Ltd 0.09% Add +405.9% 401,736 $1.3M
Naviter Wealth, LLC 0.16% Reduce -3.6% 365,851 $1.1M
Vident Advisory, LLC 0.03% Add +53.7% 362,467 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +24.2% 359,959 $1.1M
Twin City Private Wealth, LLC 0.96% Reduce -0.1% 355,565 $1.1M
BNP Paribas Financial Markets 0.00% New 331,650 $1.0M
HF Advisory Group, LLC 0.48% Add +17.2% 330,770 $1.0M
Lockheed Martin Investment Management Co. 0.05% Reduce -43.3% 314,680 $982K
Jane Street Group, LLC 0.00% Add +24.5% 309,603 $966K
Atria Investments, Inc 0.01% Add +19.1% 306,886 $957K
Bank of Montreal 0.00% Add +111.4% 297,187 $933K
Signaturefd, LLC 0.02% Add +5.0% 295,146 $921K
Principal Securities, Inc. 0.02% Add +6.3% 292,520 $913K
Compound Planning, Inc. 0.06% Add +89.8% 291,387 $909K
Ellevest, Inc. 0.05% Add +4.5% 284,496 $888K
First Trust Direct Indexing L.P. 0.05% Reduce -3.7% 269,710 $841K
DRW Securities, LLC 0.04% Reduce -35.3% 262,011 $817K
Park Avenue Securities LLC 0.01% Add +16.9% 249,192 $777K
Qtron Investments LLC 0.11% Reduce -14.5% 246,992 $771K
Yousif Capital Management, LLC 0.01% Reduce -3.4% 244,968 $764K
Private Advisor Group, LLC 0.00% Add +4.6% 221,379 $691K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.0% 220,913 $689K
Intrust Bank NA 0.07% Reduce -4.9% 214,195 $668K
Janney Montgomery Scott LLC 0.00% Reduce -2.2% 208,439 $650K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -6.7% 207,737 $648K
Legacy Wealth Asset Management, LLC 0.17% Reduce -0.9% 202,339 $631K
Edge Wealth Management LLC 0.13% No change 200,000 $624K
Voya Financial Advisors, Inc. 0.07% Reduce -0.3% 195,879 $615K
Osaic Holdings, Inc. 0.00% Add +8.0% 194,553 $607K
PNC Financial Services Group, Inc. 0.00% Add +2.1% 190,344 $594K
Cresset Asset Management, LLC 0.00% Reduce -2.7% 188,690 $589K
Blue Trust, Inc. 0.01% Add +115.3% 211,425 $577K
Virtu Financial LLC 0.03% Add +325.7% 184,829 $577K
Kathmere Capital Management, LLC 0.05% Add +28.0% 177,442 $554K
Marks Group Wealth Management, Inc 0.05% Add +89.3% 176,908 $552K
Elevation Point Wealth Partners, LLC 0.05% Reduce -7.4% 176,361 $550K
Sanctuary Advisors, LLC 0.00% Add +118.4% 198,087 $541K
Rhumbline Advisers 0.00% Add +11.2% 171,477 $535K
Gallacher Capital Management LLC 0.24% Reduce -0.3% 168,622 $526K
Quadrant Capital Group LLC 0.04% Add +8.3% 168,565 $526K
Cable Hill Partners, LLC 0.05% Reduce -1.6% 165,233 $516K
Public Employees Retirement System of Ohio 0.00% New 155,853 $486K
Stephens Inc. 0.01% Add +12.9% 153,074 $478K
Commonwealth Equity Services, LLC 0.00% Add +4.4% 150,611 $470K
Invesco Ltd. 0.00% Reduce -43.3% 149,428 $466K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +9.5% 148,281 $463K
AQR Capital Management 0.00% Add +8.0% 147,574 $460K
Ballentine Partners, LLC 0.01% Add +16.9% 147,493 $460K
Jones Financial Companies LLLP 0.00% Add +63.5% 143,338 $450K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.5% 134,666 $420K
Eagle Asset Management Inc. 0.00% Add +10.4% 153,224 $418K
Forum Financial Management, LP 0.01% No change 134,044 $418K
Corient Private Wealth LP 0.00% Add +34.2% 132,841 $414K
Pacer Advisors, Inc. 0.00% Reduce -4.9% 132,698 $414K
Prudential Financial Inc. 0.00% Add +7.8% 131,285 $410K
Glenmede Trust Co. NA 0.00% Reduce -25.6% 131,259 $410K
Mgo One Seven LLC 0.02% Add +16.5% 129,113 $403K
United Capital Financial Advisors, LLC 0.00% Reduce -1.2% 124,065 $387K
Evergreen Capital Management LLC 0.01% Add +1.1% 121,435 $379K
Aaron Wealth Advisors LLC 0.04% Add +21.0% 120,513 $376K
Pinnacle Associates Ltd. 0.01% Add +3.4% 157,205 $376K
Captrust Financial Advisors 0.00% Reduce -7.5% 119,790 $374K
Apollon Wealth Management, LLC 0.01% Reduce -12.2% 119,295 $372K
Syon Capital LLC 0.03% Reduce -3.3% 116,051 $362K
Synovus Financial Corp. 0.00% Add +95.5% 115,232 $360K
Susquehanna International Group, LLP 0.00% Add +89.1% 114,730 $358K
Knights of Columbus Asset Advisors LLC 0.02% Add +4.3% 112,314 $350K
Wealth Alliance, LLC 0.04% Add +120.2% 109,119 $340K
OneDigital Investment Advisors LLC 0.00% Add +107.6% 106,071 $331K
Allspring Global Investments Holdings, LLC 0.00% Add +41.6% 105,295 $329K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.2% 103,851 $324K
Integrated Wealth Concepts LLC 0.00% Add +7.9% 97,985 $306K
O'Keefe Stevens Advisory, Inc. 0.09% Add +45.2% 97,818 $305K
Callan Capital, LLC 0.02% Add +12.8% 97,344 $304K
Dynamic Advisor Solutions LLC 0.01% Add +4.7% 97,258 $303K
Centiva Capital, LP 0.01% Add +73.6% 94,542 $295K
Ieq Capital, LLC 0.00% Add +9.5% 93,854 $293K
Cypress Wealth Services, LLC 0.06% Add +1.0% 93,490 $292K
Sepio Capital, LP 0.02% No change 93,484 $292K
Choreo, LLC 0.00% Add +40.2% 95,120 $291K
First Affirmative Financial Network 0.15% Reduce -16.3% 89,508 $279K
Cetera Trust Company, N.A 0.17% No change 89,475 $279K
Portside Wealth Group, LLC 0.05% Add +115.2% 88,864 $277K
&partners 0.01% Add +168.8% 88,343 $276K
Two Sigma Securities, LLC 0.02% New 86,050 $268K
Foundations Investment Advisors, LLC 0.01% Add +3.5% 84,092 $262K
Wilmington Savings Fund Society, FSB 0.00% New 83,912 $262K
Marcum Wealth, LLC 0.02% Add +0.3% 82,986 $259K
Russell Investments Group, Ltd. 0.00% Add +47.0% 82,543 $258K
Blue Barn Wealth, LLC 0.13% Add +46.9% 82,449 $257K
Continuum Advisory, LLC 0.03% Add +6.2% 91,297 $252K
Norden Group LLC 0.03% Add +269.3% 79,283 $247K
Advisory Services Network, LLC 0.01% No change 88,634 $242K
Aprio Wealth Management, LLC 0.04% Add +20.7% 77,411 $242K
Eagle Rock Investment Company, LLC 0.04% New 77,176 $241K
Anchor Investment Management, LLC 0.02% Reduce -2.6% 76,000 $237K
Foster Victor Wealth Advisors, LLC 0.02% Add +13.2% 76,384 $234K
Walleye Trading LLC 0.01% Reduce -0.1% 74,465 $232K
Dorsey & Whitney Trust CO LLC 0.01% Add +32.6% 72,858 $227K
Freedom Investment Management, Inc. 0.02% Reduce -10.3% 72,121 $225K
Pitcairn Co. 0.01% Add +4.3% 72,112 $225K
Independent Advisor Alliance 0.01% Add +8.5% 71,629 $223K
Kestra Advisory Services, LLC 0.00% Reduce -29.8% 70,360 $220K
Sivia Capital Partners, LLC 0.13% Reduce -0.9% 68,407 $213K
Aspen Grove Capital, LLC 0.05% Reduce 0.0% 67,493 $211K
Sequoia Financial Advisors, LLC 0.00% Add +6.1% 65,320 $204K
HSBC Holdings PLC 0.00% Reduce -61.6% 64,859 $203K
Toronto Dominion Bank 0.00% No change 63,475 $198K
Alliance Wealth Advisors, LLC 0.11% Reduce -0.6% 63,460 $198K
Icon Wealth Advisors, LLC 0.02% Add +62.8% 63,157 $197K
Axxcess Wealth Management, LLC 0.00% Add +56.6% 61,460 $192K
Prosperity Consulting Group, LLC 0.01% Add +186.2% 61,226 $191K
Smartleaf Asset Management LLC 0.02% Add +50.5% 59,971 $188K
Thrivent Financial for Lutherans 0.00% Add +339.7% 58,688 $183K
State Street Corp. 0.00% Add +2.5% 58,644 $183K
Financial Advocates Investment Management 0.01% Add +176.7% 58,548 $183K
Cape Investment Advisory, Inc. 0.07% Reduce -4.0% 57,832 $180K
Perigon Wealth Management, LLC 0.00% Add +6.7% 57,216 $179K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 57,161 $178K
M&T Bank Corp 0.00% Add +3.3% 56,939 $178K
Schechter Investment Advisors, LLC 0.01% Add +11.7% 56,912 $178K
Fielder Capital Group LLC 0.06% No change 56,627 $177K
Lake Street Advisors Group, LLC 0.01% Reduce -0.4% 56,269 $176K
Five Oceans Advisors 0.08% No change 55,712 $174K
Checchi Capital Advisers, LLC 0.01% Add +18.2% 55,587 $173K
Tower Research Capital LLC (TRC) 0.00% Add +219.2% 55,577 $173K
Tranquilli Financial Advisor LLC 0.11% Add +8.7% 54,691 $171K
Ascent Group, LLC 0.01% Add +4.2% 54,089 $169K
Clarius Group, LLC 0.01% Reduce -4.4% 41,874 $167K
GAMMA Investing LLC 0.02% Add +47.4% 52,788 $165K
Raymond James Trust N.A. 0.00% Add +43.1% 51,412 $160K
Fort Point Capital Partners LLC 0.02% Add +2.4% 51,201 $160K
Scotia Capital Inc. 0.00% Add +3.6% 50,884 $159K
Parallel Advisors, LLC 0.00% Add +27.9% 49,901 $156K
Atria Wealth Solutions, Inc. 0.00% Add +7.0% 49,298 $154K
Valeo Financial Advisors, LLC 0.00% Add +0.1% 49,024 $153K
ICONIQ Capital, LLC 0.00% Add +289.3% 48,091 $150K
Gibbs Wealth Management 0.05% Add +105.3% 46,445 $145K
Harris Associates (Oakmark Funds) 0.00% Reduce -9.5% 45,690 $143K
Legacy Financial Advisors, Inc. 0.02% Reduce -3.5% 44,108 $138K
Bruce G. Allen Investments, LLC 0.11% Reduce -28.4% 43,969 $137K
Decatur Capital Management, Inc. 0.06% Add +1.4% 43,827 $137K
HighPoint Advisor Group LLC 0.01% Add +2.8% 48,988 $137K
CreativeOne Wealth, LLC 0.00% Reduce -1.3% 42,981 $134K
Optas, LLC 0.03% Reduce -7.5% 42,355 $132K
Earnest Partners LLC 0.00% Reduce -32.7% 42,285 $132K
Cromwell Holdings LLC 0.08% No change 41,924 $131K
CarsonAllaria Wealth Management, Ltd. 0.07% Reduce -9.6% 41,810 $130K
Sage Rhino Capital LLC 0.03% Add +5.7% 41,677 $130K
Savant Capital, LLC 0.00% Add +2.6% 41,519 $130K
Diversify Wealth Management, LLC 0.01% Add +49.3% 40,949 $129K
Drive Wealth Management, LLC 0.03% Add +4.1% 41,042 $128K
Wealthstream Advisors, Inc. 0.02% Add +5.3% 40,843 $127K
Claro Advisors Inc. 0.02% Reduce -9.0% 40,521 $126K
Prime Capital Investment Advisors, LLC 0.00% Add +1.7% 40,426 $126K
Cwm, LLC 0.00% Reduce -43.0% 40,495 $126K
Hoxton Planning & Management, LLC 0.05% Add +66.4% 39,147 $122K
Prospera Financial Services Inc 0.00% Add +3.8% 39,125 $122K
Procyon Advisors, LLC 0.01% Add +96.4% 38,864 $121K
Baker Tilly Wealth Management, LLC 0.05% Add +88.7% 38,489 $120K
Brookstone Capital Management 0.00% Add +0.3% 37,929 $118K
World Equity Group, Inc. 0.04% New 37,126 $116K
BSW Wealth Partners 0.02% Reduce -4.4% 37,036 $116K
Addison Advisors LLC 0.03% Add +4.4% 36,535 $114K
CFO4Life Group, LLC 0.02% Reduce -8.2% 36,407 $114K
Diversify Advisory Services, LLC 0.01% Add +119.6% 35,304 $113K
Personal Cfo Solutions, LLC 0.02% Add +14.1% 36,314 $113K
Platform Technology Partners 0.04% No change 35,857 $112K
PDS Planning, Inc 0.01% Add +1.0% 35,780 $112K
Rehmann Capital Advisory Group 0.01% Add +18.3% 34,888 $111K
Coldstream Capital Management Inc. 0.00% Reduce -0.1% 35,198 $110K
Two Sigma Investments, LP 0.00% No change 34,572 $108K
Prudent Man Advisors, LLC 0.04% No change 34,326 $107K
Florida Trust Wealth Management Co 0.00% No change 33,932 $106K
Summit Trail Advisors, LLC 0.00% Add +3.1% 31,037 $97K
Lido Advisors, LLC 0.00% Reduce -6.8% 29,776 $93K
Wedmont Private Capital 0.01% Add +19.2% 29,068 $89K
Whittier Trust Co. of Nevada Inc. 0.00% Add +9.7% 28,252 $88K
AlphaMark Advisors, LLC 0.03% Add +0.2% 27,977 $87K
Unique Wealth Strategies, LLC 0.04% Reduce -2.2% 27,541 $86K
Sage Mountain Advisors LLC 0.01% No change 27,526 $86K
Quantbot Technologies LP 0.00% New 27,270 $85K
Investors Research Corp 0.02% No change 27,135 $85K
IFP Advisors, Inc 0.00% Reduce -25.3% 26,936 $84K
Lifeworks Advisors, LLC 0.02% Add +2.0% 26,885 $84K
Trust Point Inc. 0.01% Reduce -21.0% 26,227 $82K
Hilltop Holdings Inc. 0.01% New 26,064 $81K
HUB Investment Partners, LLC 0.00% Reduce -1.2% 25,272 $79K
SYM FINANCIAL Corp 0.01% No change 25,251 $79K
Crumly & Associates Inc. 0.02% Reduce -7.7% 25,236 $79K
Lindbrook Capital, LLC 0.01% Reduce -27.9% 25,125 $78K
Jump Financial, LLC 0.00% New 25,113 $78K
Keel Point, LLC 0.01% Reduce -4.3% 24,905 $78K
Balyasny Asset Management L.P. 0.00% New 24,751 $77K
Octavia Wealth Advisors, LLC 0.01% No change 24,714 $77K
ProVise Management Group, LLC 0.01% Add +3.6% 24,665 $77K
Copperleaf Capital, LLC 0.06% Reduce -10.7% 24,641 $77K
Keynote Financial Services LLC 0.06% No change 24,600 $77K
Marino, Stram & Associates LLC 0.02% No change 24,503 $76K
NewEdge Advisors, LLC 0.00% Add +53.0% 24,372 $76K
Virtue Capital Management, LLC 0.02% Reduce -1.5% 24,175 $75K
Abel Hall, LLC 0.05% Add +12.1% 24,151 $75K
West Family Investments, Inc. 0.03% Add +12.7% 23,975 $75K
Insigneo Advisory Services, LLC 0.01% Add +50.4% 23,095 $72K
D'Orazio & Associates, Inc. 0.01% Reduce -9.2% 22,794 $71K
Snowden Capital Advisors LLC 0.00% Add +2.6% 22,784 $71K
Beacon Pointe Advisors, LLC 0.00% Reduce -15.1% 22,534 $70K
Warren Street Wealth Advisors, LLC 0.03% Add +3.2% 22,465 $70K
Great Diamond Partners, LLC 0.02% Add +0.5% 22,206 $69K
Peapack Gladstone Financial Corp. 0.00% No change 22,001 $69K
Legacy Capital Wealth Partners, LLC 0.01% New 21,991 $69K
Cidel Asset Management Inc. 0.00% No change 21,601 $67K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -13.7% 21,859 $67K
Allworth Financial LP 0.00% Reduce -4.0% 21,233 $66K
HB Wealth Management, LLC 0.00% Add +21.8% 20,431 $64K
World Investment Advisors 0.00% New 20,415 $64K
Lazari Capital Management, Inc. 0.03% Add +19.8% 20,391 $64K
Koss-Olinger Consulting, LLC 0.01% New 20,271 $63K
PARK CIRCLE Co 0.06% No change 20,000 $62K
Salem Investment Counselors Inc. 0.00% Add +8.1% 20,000 $62K
EverSource Wealth Advisors, LLC 0.00% Add +13.9% 19,988 $62K
Centurion Wealth Management LLC 0.02% — 19,941 $62K
Assetmark, Inc. 0.00% Reduce -24.2% 19,877 $62K
IHT Wealth Management, LLC 0.00% New 19,973 $62K
Ariadne Wealth Management, LP 0.03% New 21,282 $60K
Aptus Capital Advisors, LLC 0.00% Add +38.7% 18,984 $59K
Catalina Capital Group, LLC 0.02% Add +10.6% 18,937 $59K
Wallace Advisory Group, LLC 0.04% Reduce -2.3% 21,055 $57K
Steward Partners Investment Advisory, LLC 0.00% Reduce -39.8% 18,405 $57K
Seven Mile Advisory 0.04% Reduce -4.0% 18,338 $57K
GeoWealth Management, LLC 0.00% Reduce -24.3% 18,213 $57K
Savvy Advisors, Inc. 0.01% Reduce -0.8% 18,201 $57K
Stratos Wealth Partners, LTD. 0.00% Reduce -16.3% 17,987 $56K
Capital Asset Advisory Services LLC 0.00% Add +0.2% 18,407 $56K
Concurrent Investment Advisors, LLC 0.00% Add +0.2% 17,864 $56K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 17,727 $55K
First Horizon Advisors, Inc. 0.00% Add +12.4% 17,352 $54K
Riversedge Advisors, LLC 0.01% Add +7.2% 17,244 $54K
Sterling Financial Group, Inc. 0.02% No change 17,206 $54K
Baron Wealth Management LLC 0.03% Add +30.8% 16,851 $53K
Cooper Financial Group 0.01% Add +0.6% 16,851 $53K
Keybank National Association 0.00% Reduce -1.7% 16,740 $52K
Retirement Planning Co of New England, Inc. 0.03% Add +1.4% 16,530 $52K
Breakwater Capital Group 0.01% Add +11.0% 16,353 $51K
Waldron Private Wealth LLC 0.00% No change 15,925 $50K
Kestra Private Wealth Services, LLC 0.00% Reduce -21.3% 15,918 $50K
Bleakley Financial Group, LLC 0.00% Reduce -20.6% 15,773 $49K
D.A. Davidson & Co. 0.00% No change 15,438 $48K
Angeles Investment Advisors, LLC 0.00% No change 15,290 $48K
JB Capital LLC 0.00% Add +1.9% 15,281 $48K
Calamos Advisors LLC 0.00% New 15,242 $48K
Sweet Financial Partners, LLC 0.01% No change 15,000 $47K
Brighton Jones LLC 0.00% Reduce -1.2% 14,998 $47K
OneAscent Financial Services LLC 0.03% New 14,746 $46K
Olde Wealth Management, LLC 0.02% New 14,840 $46K
Merit Financial Group, LLC 0.00% New 14,623 $46K
Johnson Investment Counsel Inc. 0.00% Add +10.8% 14,422 $45K
Advisors Preferred, LLC 0.01% Reduce -77.1% 14,584 $45K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +26.6% 14,187 $44K
Arax Advisory Partners 0.00% Add +6.5% 14,013 $44K
Xponance LLC 0.00% Add +12.6% 14,000 $44K
PFG Advisors 0.00% Add +2.8% 13,630 $43K
Arkadios Wealth Advisors 0.00% New 13,620 $42K
Rothschild Investment LLC 0.00% Add +7.4% 13,591 $42K
Bank Hapoalim BM 0.01% No change 13,000 $41K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.6% 13,100 $41K
Intergy Private Wealth, LLC 0.02% Add +23.0% 13,059 $41K
Defined Wealth Management, LLC 0.03% New 12,917 $40K
Brio Consultants, LLC 0.01% New 12,855 $40K
Rothschild Wealth LLC 0.01% New 12,487 $39K
Fiduciary Financial Group, LLC 0.01% No change 12,797 $39K
Cherrydale Wealth Management, LLC 0.02% No change 12,104 $38K
Enterprise Financial Services Corp 0.02% Reduce -12.4% 12,058 $38K
Colonial Trust Co / SC 0.01% No change 12,000 $37K
Focus Partners Advisor Solutions, LLC 0.00% New 11,916 $37K
PFG Investments, LLC 0.00% Add +1.7% 11,863 $37K
FMB Wealth Management 0.02% Reduce -0.0% 11,812 $37K
Tritonpoint Wealth, LLC 0.00% New 11,508 $36K
Certuity, LLC 0.00% New 11,561 $36K
SageView Advisory Group, LLC 0.00% Reduce -68.1% 11,388 $36K
Horizon Investments, LLC 0.00% Add +133.3% 11,355 $35K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.1% 11,078 $35K
Founders Financial Securities LLC 0.00% New 11,060 $35K
Aletheian Wealth Advisors LLC 0.02% New 10,974 $34K
Capital Investment Advisory Services, LLC 0.00% Reduce -14.1% 10,946 $34K
Boston Common Asset Management, LLC 0.00% No change 10,864 $34K
Holistic Financial Partners 0.02% Reduce -63.8% 10,874 $34K
Transcend Capital Advisors, LLC 0.00% Add +6.0% 10,807 $34K
Robertson Stephens Wealth Management, LLC 0.00% Reduce -20.1% 10,596 $33K
Mutual Advisors, LLC 0.00% Reduce -16.9% 10,046 $32K
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -6.4% 10,210 $32K
Interchange Capital Partners, LLC 0.01% Reduce -0.8% 10,141 $32K
Shepherd Financial Partners LLC 0.00% No change 10,000 $31K
GM Advisory Group, LLC 0.00% No change 10,000 $31K
Fifth Third Bancorp 0.00% Add +4.6% 9,027 $28K
Group One Trading LLC 0.00% Add +60.5% 8,756 $27K
Coppell Advisory Solutions LLC 0.00% Reduce -11.6% 8,206 $26K
Rise Advisors, LLC 0.01% Add +1.7% 7,356 $23K
Farther Finance Advisors, LLC 0.00% Add +47.3% 7,311 $23K
International Assets Investment Management, LLC 0.00% New 7,250 $23K
Eagle Bay Advisors LLC 0.01% Add +0.0% 6,682 $21K
NorthCoast Asset Management LLC 0.00% New 23,311 $20K
TD Waterhouse Canada Inc. 0.00% Reduce -32.4% 6,473 $20K
Pacifica Partners Inc. 0.01% No change 5,000 $16K
JFS Wealth Advisors, LLC 0.00% Add +14.6% 4,823 $15K
Clearstead Advisors, LLC 0.00% No change 4,472 $14K
Private Trust Co. NA 0.00% Add +14.6% 4,340 $14K
Simplex Trading, LLC 0.00% Reduce -32.5% 4,434 $13K
Bessemer Group Inc. 0.00% Add +297.6% 4,282 $13K
Geneos Wealth Management Inc. 0.00% Add +1618.1% 4,072 $13K
Concord Wealth Partners 0.00% New 4,053 $13K
Manchester Capital Management LLC 0.00% Reduce -0.2% 4,044 $13K
Glen Eagle Advisors, LLC 0.00% No change 4,000 $12K
Global Financial Private Client, LLC 0.00% New 3,700 $12K
Huntington National Bank 0.00% Add +157.4% 3,603 $11K
Parkside Financial Bank & Trust 0.00% No change 3,558 $11K
Lanark Financial, Inc. 0.00% No change 3,538 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -70.2% 3,456 $11K
UMB Bank, n.a. 0.00% Add +10.1% 3,088 $10K
Fourpath Capital Management, LLC 0.00% New 3,048 $10K
Brown, Lisle/Cummings, Inc. 0.00% New 3,000 $9K
Redmont Wealth Advisors LLC 0.01% No change 2,771 $9K
Raffa Wealth Management, LLC 0.00% No change 2,712 $8K
GW&K Investment Management, LLC 0.00% Reduce -0.9% 2,497 $8K
WealthCollab, LLC 0.01% New 2,446 $8K
Barclays PLC 0.00% No change 2,050 $6K
Jaffetilchin Investment Partners, LLC 0.00% New 1,938 $6K
Grove Bank & Trust 0.00% New 1,897 $6K
Fortitude Family Office, LLC 0.00% No change 1,691 $5K
Zions Bancorporation, N.A. 0.00% Reduce -32.3% 1,610 $5K
Bell Investment Advisors, Inc 0.00% No change 1,494 $5K
Avior Wealth Management, LLC 0.00% No change 1,325 $4K
Mather Group, Llc. 0.00% Add +16.6% 1,288 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.3% 1,156 $4K
Bogart Wealth, LLC 0.00% New 1,000 $3K
Harbour Investments, Inc. 0.00% Add +19.3% 981 $3K
TD Private Client Wealth LLC 0.00% Reduce -16.7% 981 $3K
Carolinas Wealth Consulting LLC 0.00% Add +9.9% 972 $3K
Cornerstone Planning Group LLC 0.00% Add +23.3% 941 $3K
Spire Wealth Management 0.00% Reduce -0.1% 800 $2K
CVA Family Office, LLC 0.00% No change 493 $2K
Mendota Financial Group, LLC 0.00% Add +47.0% 341 $1K
HBC Financial Services, PLLC 0.00% No change 500 $1K
ClariVest Asset Management LLC 0.00% No change 238 $671
Abound Wealth Management 0.00% No change 201 $628
Atlas Capital Advisors Inc. 0.00% Reduce -50.1% 201 $627
Provenance Wealth Advisors, LLC 0.00% No change 174 $543
Sound Income Strategies, LLC 0.00% No change 161 $502
CENTRAL TRUST Co 0.00% New 80 $249
West Branch Capital LLC 0.00% New 26 $82
Northwest Financial Advisors 0.00% New 9 $28

"% of holder's portfolio" is LYG's weight in each manager's 13F, not the share of Lloyds Banking Group PLC-ADR the manager owns.